Blue Collar Wealth

Disclosures:

Investment advisory services are provided by Stone House Investment Management, LLC, an SEC-registered investment adviser.

Stone House nor its representatives are affiliated with or endorsed by Procter and Gamble, Cargill, Coterra, Beverly Koehler Bookkeeping, Ingersoll-Rand Federal Credit Union (IRFCU) or PSERS. P&G is a registered trade mark of Procter & Gamble.

Stone House utilizes paid client and non-client endorsers to support some of its events and referral programs. Endorsers receive de minimis non-cash compensation which could incentivize them to make this endorsement. Maximum total referral bonus in any calendar year is $1000.

Any discussion of retirement rollovers is intended to be educational in nature. Stone House acts as a fiduciary when providing investment advice, including advice about whether to roll assets out of an employer-sponsored plan. We evaluate rollovers on a case-by-case basis, considering fees, services, and your individual circumstances. 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
CEPA® is a registered trademark.

FORM CRS
ADV 2 Disclosure Brochure
Privacy Policy

Registration with the Securities and Exchange Commission does not imply that Stone House or its representatives have achieved a certain level of skill, certification or training or that the SEC approves of Stone House or its services.

No services will be performed prior to the delivery of our Form ADV 2, which is the disclosure document that outlines our business activities, fees and conflicts of interest. This is not a solicitation of service in any jurisdiction in which the Investment Advisor is not registered or is not exempt from registration. Please call for additional information if interested in learning more about our company and services.

Investments are not risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. See prospectuses and other disclosure documents for details of risks. Past performance is not an indication of future performance. Stone House® Investment Management, LLC does not guarantee the performance of any strategy or portfolio.

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of Stone House® Investment Management, LLC as of the date of publication and are subject to change.

Fees listed on this site only represent fees charged by Stone House for services provided. Additional fees may be applied by third-parties depending on the services rendered. See ADV 2 for details.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Wealth Management Specialist ℠ and WMS ℠ designations are issued by the College for Financial Planning® And are subject to established standards of conduct.
You can verify designee status at http://cffpdesignations.com or call 800-237-9990.

This website is a publication of Stone House® Investment Management, LLC. The information presented is believed to be factual and up-to-date but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed.

Stone House®, Diversidex®, and LifeStack® are registered trademarks. All rights reserved.

https://www.StoneHouseInv.com/disclosures